Caris Charitable Trust Ii Dtd 09162004
Caris Charitable Trust Ii Dtd 09162004 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $28.9M in total assets. In 2024, it awarded 7 grants totaling $3.0M. Net investment income was $2.8M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$28.9M
-3.5% YoY
Annual Giving
$3.0M
+16.7% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$431K
+33.4% YoY
Under IRS private-foundation payout rules, Caris Charitable Trust Ii Dtd 09162004 reported a distributable amount of $1.8M for 2024 — the minimum it must pay out in qualifying distributions.
About Caris Charitable Trust Ii Dtd 09162004
Based on IRS filings
Caris Charitable Trust Ii Dtd 09162004 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $28.9M in total assets. In 2024, it awarded 7 grants totaling $3.0M. Net investment income was $2.8M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $28,949,728 | $29,997,474 | $31,802,622 |
| Revenue | $2,935,924 | $1,212,607 | $-3,520 |
| Expenses | $3,534,339 | $3,070,717 | $3,082,025 |
| Qualifying Distributions | $3,436,964 | $2,995,886 | $2,882,233 |
| Net Investment Income | $2,820,019 | $955,766 | $582,172 |
| Distributable Amount | $1,841,478 | $1,806,868 | $1,901,368 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Arizona State University Foundation ($1,097,684), Lowell Observatory Native American ($780,000), Arizona Science Center ($568,557).
| Recipient | Purpose | Amount |
|---|---|---|
| LOWELL OBSERVATORY NATIVE AMERICAN FLAGSTAFF, AZ | GENERAL SUPPORT | $780,000 |
| ARIZONA SCIENCE CENTER PHOENIX, AZ | GENERAL SUPPORT | $568,557 |
| PAYSON UNIFIED SCHOOL DISTRICT PAYSON, AZ | GENERAL SUPPORT | $199,000 |
| SOUTHERN ARIZONA RESEARCH SCIENCE TUCSON, AZ | GENERAL SUPPORT | $40,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION Tempe, AZ | GENERAL SUPPORT | $1,097,684 |
| ELEVATE TUTORING Mountain View, CA | GENERAL SUPPORT | $78,000 |
| GILA COUNTY PROVISIONAL COMMUNITY COLLEG GLOBE, AZ | GENERAL SUPPORT | $252,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORTHERN TRUST COMPANY | TRUSTEE | 40 | $236,133 |
| CATHERINE ANN CARIS | DIRECTOR | 1 | $127,528 |
| SHERRY COWAN | DIRECTOR | 1 | $127,528 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Caris Charitable Trust Ii Dtd 09162004?
Caris Charitable Trust Ii Dtd 09162004 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $28.9M in total assets as of 2024.
How large is Caris Charitable Trust Ii Dtd 09162004?
As of 2024, Caris Charitable Trust Ii Dtd 09162004 holds $28.9M in total assets with $2.9M in annual revenue. It awarded 7 grants totaling $3.0M in 2024.
Where does Caris Charitable Trust Ii Dtd 09162004 operate?
Caris Charitable Trust Ii Dtd 09162004 has awarded grants in Arizona, California, District of Columbia, Illinois.
What size grants does Caris Charitable Trust Ii Dtd 09162004 award?
In 2024, Caris Charitable Trust Ii Dtd 09162004 awarded 7 grants totaling $3.0M — an average of about $431K per grant, based on its IRS Form 990 filings.
How much is Caris Charitable Trust Ii Dtd 09162004 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Caris Charitable Trust Ii Dtd 09162004 reported a distributable amount of $1.8M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Caris Charitable Trust Ii Dtd 09162004's EIN?
Caris Charitable Trust Ii Dtd 09162004's EIN (Employer Identification Number) is 82-3380217. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Caris Charitable Trust Ii Dtd 09162004's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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